Confluence of Ideas - The Q3 2020 Asset Allocation Update

Confluence Podcasts
11/08/2020 11 min Episodio 27
Confluence of Ideas - The Q3 2020 Asset Allocation Update

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Episode Synopsis


Join Greg Ellston, Confluence Investment Management’s CIO of Asset Allocation, for a discussion of this quarter’s outlook and changes to the Asset Allocation portfolios. Greg begins with the macro backdrop, discussing the economy and policy. From there, he shows how this macro information leads to concrete adjustments in portfolios. Even in cases where no changes are made, the analysis that holds a portfolio steady is itself “active.”

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